Custom tasks (Lyro Tasks) and customized chatbot flows

Adding tasks

You can use the available templates or create your own tasks (which works just like creating a regular process in the Process Editor!). You can find these options in the Tasks tab in Lyro’s settings:

From there, you can create a new task from scratch or browse through the available templates .

Using and customizing task templates

The ready-made templates are available on the Task Templates tab:

You can select any of the templates listed, and you’ll see a brief description of its purpose – for example, a product availability task allows Lyro to check your inventory through an integration with Shopify, providing the customer with current information.

When you decide to add one of the templates, you will be presented with a familiar environment: the process editor, with all the conditions and actions related to creating processes. The process always starts with a trigger. The visitor says , this is how Lairo will recognize the visitor’s question. Of course, you can immediately edit the template and click Run when you are done.

Create a custom task

Creating your own task from scratch can be a very powerful tool, as it allows you to build a custom process with different conditions and actions. You can choose to create a task from scratch for this purpose. This will allow you to create the process in the process editor, with all the tools normally associated with creating processes (except that the process always starts with the trigger that says visitor , as is the case with task templates).

Once you complete the process and run it, you will be asked to name the task – and it will appear in the My Tasks list, along with any other tasks you have already added:

There you can also turn certain tasks off or on , as well as edit them when needed.

Lyro’s mission allowance

When a Lyro task is triggered, it is essentially a process that is executed during a conversation with a Lyro chatbot. Because they are part of the overall Lyro interaction, tasks use your project’s Lyro allocation . If you need to learn more about how process allocation works, please see this article.

The way this task usage is calculated is similar to overall Lyro AI chat usage, or even process usage. One unique visitor who runs a task is counted as 1 (one) that will be deducted from your Lyro allowance. That unique visitor can continue to run additional tasks, or chat with Lyro, and will not be deducted from your allowance any further.

Please note: If a visitor triggers a task during an active conversation with Lyro , nothing will be deducted. This is because 1 (one) of the Lyro allowance was already deducted when the conversation with Lyro began.

Another interesting use of Lyro is the ability to define custom tasks that can perform complex operations such as real-time data analysis or integration with CRM systems for customer management.
If you use Shopify, you can set up a task to automatically check the status of a customer’s order. This saves time and reduces human error.

Examples of uses in Lyro tasks

Now, let’s look at some examples of different uses that can be made with Lyro tasks:

• Checking Order Status: A customer can ask about the status of their order, and Liro can check this information directly from Shopify.
• Discounts and promotions: Customers can ask about current discounts, and Liro can provide up-to-date information on promotions.
• Technical Support: Customers can request technical assistance, and Lyro can trigger a task that will provide common solutions or refer the customer to human support.
• FAQs: Customers can ask frequently asked questions, and Lyro can provide pre-prepared answers.

More advanced uses

In addition to the basic uses, there are also more advanced uses that can be performed with Lyro tasks:

1. Business process automation: You can define tasks that will automatically perform business processes such as sending emails, updating data in CRM systems, and more.
2. Data analysis: You can run tasks that perform real-time data analysis, such as sales analysis or customer behavior analysis.
3. Integration with external systems: Lyro can be connected to external systems such as ERP or customer management systems, so that information flows seamlessly.

summary

In conclusion, Lyro Tasks are a powerful tool that can enhance your customer experience and streamline your business processes. By using ready-made templates or creating custom tasks, you can ensure that your customers get the information and help they need in real time.

Additional recommendations

To maximize your use of Lyro tasks, here are some recommendations:

• Always update your templates to reflect changes in promotions or product information.
• Review the performance of your tasks and make improvements based on customer feedback.
• Take advantage of the possibilities of integration with other systems to improve efficiency.

Using Lyro’s tools and resources, you can provide your customers with a superior service experience and improve your business processes.

Additional extensions on Lyro missions

As part of using Lyro tasks, there are a few additional topics that may be useful to you:

Integration with other systems

One of Lyro’s powerful features is its ability to connect to different systems. This includes:

• CRM systems: Connecting with systems like Salesforce or HubSpot can improve your customer management.
• ERP systems: Integration with ERP systems can streamline inventory and order management.
• Ecommerce platforms: Connection with Shopify, WooCommerce, and more allows for easy management of orders and inventory.

Data Analytics

With Lyro, you can collect data about your customer conversations. This includes:

• Usage data: How often customers use tasks, which tasks are more popular.
• Customer feedback: Collecting feedback on the user experience can help improve service.
• Trend analysis: Understanding trends in customer questions can help improve your products and services.

Personalization

To give your customers a personalized service experience, you can:

• Customize responses: Lyro can provide personalized responses based on the customer’s conversation history.
• Customize the interface: You can change Lyro’s interface to match your brand.
• Add content: You can add additional content such as videos or guides to improve the customer experience.

Using these tools, you can upgrade your customer experience and significantly streamline your business processes.